The Barnett, Coon, Armitage, Leach & Moore Group
Founded in 1997, the Barnett, Coon, Armitage, Leach & Moore Group provides sophisticated wealth management strategies and unwavering service to corporate executives and ultra-high net worth individuals and families. Headquartered in Southern California with offices in Newport Beach, La Jolla, Tampa, FL, and Red Bank, NJ, we are a team of ten professionals overseeing more than $4 billion in assets, as of June 2024.In addition, we work with corporations by offering best in class business solutions based upon the company's time horizon, risk tolerance, liquidity needs, overall goals and associated costs, utilizing the full resources of our enterprise to deliver true value.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
AAMS™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
